WealthFluent Announces the Launch of New Products and Services

The Updated Features will Enhance Function and Performance

WealthFluent, a personalized financial decision-making companion to empower strategic investors to make clear, confident decisions tailored to their unique situation, preferences, lifetime financial goals, and market conditions, announces the launch of new products and services to their offerings.

The updates include the addition of: Financial Wellness Score- a single 0-100 gauge that captures complete financial health — scored across seven weighted factors including downside risk, net worth growth, goal probability, portfolio efficiency, debt health, diversification, and savings rate; Debt Health Score- every loan classified as Good, Bad, or Ugly — based on account type and interest rate; Behavioral Discipline Score- financial outcomes that track behavior more than markets; Transactions Page: Six Smart Insights- auto-calculated from transaction history, savings rate, average daily spend, top expense category, spending trend (first half vs. second half), transaction count, and recurring expense detection (finds subscriptions automatically.)

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“We just shipped the biggest product update in WealthFluent’s history, which is the one where we focused on additional useful tools and great interface design.” says David J. Kon, WealthFluent Co-Founder and CEO.

Other updates include a Markets Page: full revamp U.S. Yield Curve (with historical comparison), Forward-Looking Bonds analysis; Forward-Looking Stocks, Sectors, VIX, and Crypto — all in one place; Live ticker tape. financial news feed, and market settings for customization; Liquid Assets Widget – instant view of liquid vs. semi-liquid wealth and what percentage of your portfolio is actually accessible; Wealth Plan PDF Export updated to include a full income statement to share with an advisor, accountant, or family; Today’s Change on Net Worth- Betas- for securities in a Portfolio tab; and Performance Summary Emails- now with an option to choose daily, weekly or monthly performance emails with AI insights.

WealthFluent hopes that the updated features will empower everyday investors to manage their finances independently, without gatekeepers.

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